State Farm has become Desjardins Insurance!As an Account Manager, I work with clients who choose to insure their autos and homes with Desjardins to ensure a smooth and easy transition. A large part of my role is the binding of the policies, but I also strive to ensure an ongoing positive experience for our clients and provide a memorable service experience. My goal as an insurance professional is to make sure my clients know they are important, and that they have a "go-to" for… Show more State Farm has become Desjardins Insurance!As an Account Manager, I work with clients who choose to insure their autos and homes with Desjardins to ensure a smooth and easy transition. A large part of my role is the binding of the policies, but I also strive to ensure an ongoing positive experience for our clients and provide a memorable service experience. My goal as an insurance professional is to make sure my clients know they are important, and that they have a "go-to" for any questions. My specialties include, home, auto , Life Insurance, Living Benefits, Disability/Income Replacement Insurance, Commercial Insurance and auto financing (yes, we do auto financing). We also have our Agent who can help with any investment needs.Also, I collaborate with other professional individuals in the home and auto industries to help grow all of our networks and client base. If you are interested in collaborating please let me know! Here at Andrew Schwalm's office, we do insurance differently! Show less

As a Business Manager at Northway Ford Lincoln, my mission is to provide clients with a memorable experience while assisting them with their purchasing experience. Once a Sales Professional completes the sale, I meet with the client and present warranty options, insurance products and after care items to ensure they feel they are protecting their asset. A large part of this role is maintaing a great relationship with the Sales Professionals, all internal departments as well as… Show more As a Business Manager at Northway Ford Lincoln, my mission is to provide clients with a memorable experience while assisting them with their purchasing experience. Once a Sales Professional completes the sale, I meet with the client and present warranty options, insurance products and after care items to ensure they feel they are protecting their asset. A large part of this role is maintaing a great relationship with the Sales Professionals, all internal departments as well as the lenders and vendors we work with. "Dealing with the financial aspect was a little tricky for me. I knew that I needed to finance the vehicle and I was apprehensive about that, but as soon as I met Jaclyn all my apprehension was gone! Jaclyn went absolutely above and beyond to get me the financing I needed to get my car and I appreciate it more than she knows. Jaclyn was very quick to get back to me when I called with a question or concern, which was quite often. I was especially impressed when she remembered things that I mentioned and would ask me how they turned out. It made me feel like she really paid attention to me, even when I didn't realise that I told her. " - Dealer Rater Review Show less

In my role as a Special Finance Manager, it was my privilege to help those with troubled credit to get back into the driver's seat, while assisting them in rebuilding their credit. I worked with a variety of lenders to ensure there was a good fit for the client so they felt comfortable with their purchase and the impact the loan would have on their positive credit.With this role I completed the entire sales process which included; lead qualification, selling the vehicle, securing credit… Show more In my role as a Special Finance Manager, it was my privilege to help those with troubled credit to get back into the driver's seat, while assisting them in rebuilding their credit. I worked with a variety of lenders to ensure there was a good fit for the client so they felt comfortable with their purchase and the impact the loan would have on their positive credit.With this role I completed the entire sales process which included; lead qualification, selling the vehicle, securing credit needed, preparing the vehicle and delivering the vehicle. Show less

As an Audi Brand Specialist, it was my privilege to assist clients in finding the vehicle that is right for them and their family. This role allowed me to utilize all of my previous work experience to cater my service to each clients needs, wants and to follow their purchasing time frame. I strived to earn my clients trust by putting together a one of a kind, luxury client experience as well as an easy and smooth transition into their vehicle. I represented the Audi brand, the Audi client, and… Show more As an Audi Brand Specialist, it was my privilege to assist clients in finding the vehicle that is right for them and their family. This role allowed me to utilize all of my previous work experience to cater my service to each clients needs, wants and to follow their purchasing time frame. I strived to earn my clients trust by putting together a one of a kind, luxury client experience as well as an easy and smooth transition into their vehicle. I represented the Audi brand, the Audi client, and the Crosby Auto Group.Video is from July 2014 Show less

In this role, I worked with Financial Advisors to assist their Small Business owner clients in creating and customizing a Group Benefits plan that suits their needs. As a Small Business owner, finding a benefit plan that provides adequate coverage is paramount in retaining valuable employees. My ability to build relationships with their Financial Advisor allowed us to cater their plan to meet their needs with a fair and honest approach. This role allowed me to utilize my communication skills… Show more In this role, I worked with Financial Advisors to assist their Small Business owner clients in creating and customizing a Group Benefits plan that suits their needs. As a Small Business owner, finding a benefit plan that provides adequate coverage is paramount in retaining valuable employees. My ability to build relationships with their Financial Advisor allowed us to cater their plan to meet their needs with a fair and honest approach. This role allowed me to utilize my communication skills, my insurance knowledge and background as well as my client retention and relationship building skills. Show less

This role allowed me to develop and execute a training program and manual for a newly introduced role within Manulife Financial. I was responsible for training all new hires, and to ensure that they were fully equipped and supported, prior to managing inquiries from advisors and head office.I was responsible for the Winnipeg, Regina and Edmonton Regional Group Offices Advisors to answer their inquiries in a timely and accurate manner.This role required great attention to detail… Show more This role allowed me to develop and execute a training program and manual for a newly introduced role within Manulife Financial. I was responsible for training all new hires, and to ensure that they were fully equipped and supported, prior to managing inquiries from advisors and head office.I was responsible for the Winnipeg, Regina and Edmonton Regional Group Offices Advisors to answer their inquiries in a timely and accurate manner.This role required great attention to detail coupled with a strong sense of customer service, in depth product knowledge and multitasking. Show less